BIP

Blueprint Investment Partners Portfolio holdings

AUM $712M
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
-$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$15.3M
3
+$15.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.47M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$7.47M

Top Sells

1
+$26.8M
2
+$10.7M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$9.99M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.56M

Sector Composition

1 Technology 8.05%
2 Financials 4.58%
3 Consumer Discretionary 2.08%
4 Energy 1.93%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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